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Reports and Generic Inquires

Reports, GIs, Dashboards, Pivots

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  • 10,280 Replies
2562 Topics
P
Jr Varsity II
patrickACAJr Varsity II
asked in Reports and Generic Inquires
Odata with Excel for Mac difficulties

Hello, We are using 22R1 (upgrade to 23R2 is in process).  I have successfully set up Data feeds from Generic Inquiries and have been using them for some time, but have noticed some issues trying to add new GIs that are exposed to Odata. Wondering if any of you have thoughts on how to fix the following:When I create a new GI and expose to Odata, using the standard URL string in the data feed setup in Excel for Mac doesn’t pick it up. I have tested just putting in the URL in a browser and it shows all the GIs exposed, so I know they are there. What I have found as a hack is I have to create some new element of the URL and use that in Excel for the GI to show up. Anyone else experience this or know why it is happening? It is really frustrating to create GIs and not be able to use the standard URL for seeing them in Excel Power Query and then loading them in the spreadsheet. Thoughts on why I need to add something like “?select=*” to the end of the URL so it will see the full list? If I t

1080
P
Jr Varsity II
Sagar Greytrix
Captain II
Sagar GreytrixCaptain II
asked in Reports and Generic Inquires
How to get Count number of prints Invoice report

Hi Team, I would like to display the print count in the 'SO643000' ‘Invoice & Memo’ report. Please find the attached report.I referred to the mentioned blog for a solution,https://asiablog.acumatica.com/2019/02/how-to-count-number-of-prints-in-acumatica.htmlbut it is not working. I also added a subreport for this, but I am not getting the desired results. My goal is to show 'PRINT' the first time and second time is to show  'REPRINT' . However, the solution involving audit history always gives me incorrect results and sometimes results in a blank output.Kindly assist me with this issue.Regards,Sagar

580
Sagar Greytrix
Captain II
R
Captain II
ray20Captain II
posted in Reports and Generic Inquires
Share a way that using sub report to show monthly sales comparison.

Hello,        Happy New year 2024. Everyone.  Somebody surely did this before. I just wrote down my findings to help others which did not know this.       Supposing the users would like to compare this month’s sales figure with last month and the same month last year. You can do this like below:     1,  Designing a sub report which we can group by customer or by items that serve your needs.     2, Designing a main report below, and put 3 sub reports on a line as below.       For this month, you can pass @monthstart and @monthend as parameters to subreport.      For last month, you can pass @monthstart-1 and @monthend-1 as parameters to subreport.      For last year the same month, you can pass   @monthstart-12 and @monthend-12 as parameters to subreport.    Then you run the main report, it would displaying three months together for your review.         Note, if you would like to export it to excel, you should make the textbox same heigth in sub report carefully.          Thank you ,hap

1511
Chris Hackett
Community Manager
H
Semi-Pro II
HarrySemi-Pro II
asked in Reports and Generic Inquires
Using values of Attributes in calculation

I have the following attribute: We then use one of these values in Project Quotes: Now I would like to display a calculation of this Attribute value and the Total Sales value in the Project Quote PL GI. I tried to apply the below calculation:​​​​​​​But it doesnt display the results:​​​​​​​What is the mistake in the calculation that I am making? Please guide me through it.​​​​​​​Thanks in advance.

1444
Chris Hackett
Community Manager
jhouser
Captain II
jhouserCaptain II
asked in Reports and Generic Inquires
Show 0's in ARM report rows instead of blanks

In ARM report, if the data source for a row has no activity, the row shows blank. I need it to show ‘0’ I tried the IsNull formula. This works if I have no accounts in the data source, but if I have accounts selected with no activity in the period, it still shows blank. So it’s looking at the data source rather than the result/activity. Anyone know how this might be accomplished?Thank you  

1405
jhouser
Captain II
H
Varsity I
hgilbertVarsity I
asked in Reports and Generic Inquires
Formatting isn't showing comma's where expected

Hello all,I am trying to add an asterisk symbol next to a currency value in report designer, but I’m having some difficulty.I believe that I can’t use the format box in the Appearance section because the asterisk isn’t a numeric value, so I’m attempting to format the numeric value using a format formula, and then concatenate it with the asterisk symbol.I used the formatting suggesting at the bottom of this thread:  However, the result that I see in my report does not show any commas within the numeric value. It did add the decimal places at the end. =Format([@PARAMETER],'###,###.')  results in a display of 123456.00 instead of 123,456.00Can anyone recommend a solution? 

1903
Robert Sternberg
Captain II
D
Varsity I
danielklumppVarsity I
asked in Reports and Generic Inquires
Impact on URL: Dashboard Parameters vs Generic Inquiry Paremeters

I have a dashboard to display on 20+ kiosk TV screens on our shop floor.  We are attempting to show the Moves that were completed for today to show how much progress is being made.  I have a generic inquiry that displays the columns needed and the only parameter is the Work Center (each TV screen will have a different parameter value for the appropriate work center).I can get my kiosk software to automatically pull up a generic inquiry for the correct work center by adding “&WorkCenter=SUB3” to the URL to be displayed on the TV screen: Dashboard Parameters, however, do not add the “&WorkCenter=SUB3” when a dashboard-level parameter is entered in:Therefore, I have no way to get my kiosk software to display the Moves by work center by using the same dashboard.  I would have to create 20+ dashboards, each specific to a work center.Anybody have creative ideas for how to utilize one dashboard but be able to pull up each work center (parameter) via a different URL like I can with Gen

1096
D
Varsity I
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
Switch between tenants on Primary list screen meet error "undefined: Cannot read properties of undefined (reading 'length')"

Hello,     We have 2 tenants. Let’s say, if we switch from tenant A to tenant B on some (means not all) primary list screens, like “Bills and adjustments”, the system would prompt a warning, read “undefined: Cannot read properties of undefined (reading 'length')”.     Normally, this is not serious. We just click the OK button. and reload/refresh the screen, everything is OK.     But today, a user claims even if she reload the screen, the error stays.     So can someone tell me how is this error coming from?  How can we solve/avoid it? 

3802
S
Acumatica Employee
Z
Z000075
asked in Reports and Generic Inquires
Error when running Project Billing due to ProjectID Task Type

Error occurred when “RUN PROJECT BILLING” states that “An error occurred during processing of the field ProjectID value 39 Task Type is not valid.” We went into all the parameter's and we do not have a task 39.  Any solution would be appreciated as we cannot run the Project Billing    

2342
S
Acumatica Employee
E
Varsity I
EvanGVarsity I
asked in Reports and Generic Inquires
GI Formula Issue IIF Collor. =IIf((DateDiff('d',[SOOrder.RequestDate],CDate([SOOrderShipment.ShipDate]),'>0,blue','red60')))

Good day,I am trying to use the below formula to change the color based on the results; it was validated.  However, the error I can get it the array is outside warning bubble.=IIf((DateDiff('d',[SOOrder.RequestDate],CDate([SOOrderShipment.ShipDate]),'>0,blue','red60')))I made some changes but the same result or it is didn’t work to change the color based on >0 or <0.Your assistance would be greatly appreciated.Evan

1095
E
Varsity I
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Reports and Generic Inquires
Quantity of inventory at a specific warehouse filter by date range?

Hi there,I have created a GI to know the qty beg, qty in/out and ending qty during a date range. I only use one table INItemSiteHistDay Before I group by InventoryID and SiteID: I expect to only show one line as below, but when I group by inventory ID and siteID, then I select the max Date, but Qty Beg and Ending are sum up, the Qty In or Out is correct. I do not know how to take two values from 2 rows: qty beginning of date from and ending qty of date to.After grouping My parameter:If you have any idea, pls advise me how to achieve it.Thanks, in advanced.

38915
C
Freshman I
F
Freshman I
FrankieDCFreshman I
asked in Reports and Generic Inquires
BC should show they are the user who did the work

This is a manual order from BC, we want to map this from the Bigcommerce who made the order. Is this possible?  

603
Julia Lukina
Acumatica Employee
A
Freshman I
aaronsilberFreshman I
asked in Reports and Generic Inquires
How to use more than four decimals in a formula

I added the following formula to a GI: =[CSAnswers.Value]*[POReceiptLine.ExtCost]The value of CSAnswers.Value for one of the records is 0.204714, and the POReceiptLine.ExtCost for that record is 11,117.76. The value I get in the cell with the formula is 2,275.805472.The product of 0.204714*11,117.76 is 2275.96112064.After closer examination I realized that the formula is only using the first four decimals of CSAnswers.Value. So the value in the cell with the formula is the product of 0.2047*11,117.76 which is indeed 2275.805472.How do I get the formula to calculate the value using the additional decimals? 

886
A
Freshman I
Robert Sternberg
Captain II
Robert SternbergCaptain II
asked in Reports and Generic Inquires
Has anyone found a way to generate POSTNET barcodes on reports?

Has anyone found a way to generate POSTNET barcodes on reports?  POSTNET is used by USPS for automatic processing for mailing addresses.  Below is an example of POSTNET. I have found several ISVs that would handle this creation however I am looking for something out-of-the-box. Thanks!  

413
Robert Sternberg
Captain II
S
Freshman I
skumar98Freshman I
asked in Reports and Generic Inquires
Different values/amount in reports

Why does acumatica show different values for the same variable/transaction in different places/report in acumatica. It is supposed to show the same amount/value for that variable/transaction irrespective of from where it is fetched in the acumatica system. One report is showing the correct value while another shows wrong value . Is it referencing a wrong table ? Why does this happen and do I need a sql script (coding) to fix this ? I do not have any further information to give ,

422
S
Freshman I
E
Freshman I
Eospina12Freshman I
asked in Reports and Generic Inquires
Projects by Branch

Hello to all.  I have created a PM report that lists all my projects as the first column and then revenue by month.  The report does exactly what I intended which is to show all my project revenue by month for the whole company but I now need to see project revenue within a branch.   I was hoping that in the report definitions / default data source settings - I would be able to request the branch.  I do not have the option.  Any ideas how I can get this?

803
M
Varsity I
T
Freshman I
tveldFreshman I
asked in Reports and Generic Inquires
AR Aging Form - Adding a hyperlink

Community,Question on adding an additional hyperlink on this report.  There is currently a hyperlink that takes a click action to the customer information.  I have a manager that would like to have it set up when they click the “Past Due” numbers to take them to the invoices that are open.  How would I set up an additional hyperlink on this report.  This is in the Report writer.   This is the report.  The highlighted in yellow are the columns they want to click on and open up into the invoice. Thank you in advance for pointers.Trisha

5485
T
Freshman I
abdulmuksithshahul61
Freshman I
abdulmuksithshahul61Freshman I
asked in Reports and Generic Inquires
Having Issue in Dashboard widget locked

I am unable to see dashboard widgets for a particular role, which seems to be locked. How can I resolve this issue? Are there any access rights that need to be given?  

3942
abdulmuksithshahul61
Freshman I
H
Captain II
HarshitaCaptain II
asked in Reports and Generic Inquires
How to display only Subcontract records in a project report?

Hello Community,I have been trying to create a report where I would like to display the below highlighted fields in my report:  And have the following relations established: How can i put up the condition to only display the type=Subcontract and the description from the Subcontracts screen?Thanks in advance.

577
Chris Hackett
Community Manager
M
Jr Varsity II
Mondeddula Madhu Venkat ReddyJr Varsity II
asked in Reports and Generic Inquires
UDF values not getting displayed

Hello team,I have added one UDF field in the projects form, but its values isn’t getting displayed in the report:  I also tried using the INNER JOIN between PMProject.AttributeAuthorize & AuthRepres.BAccountID; PMProject.AttributeAuthorize & AuthRepres.AcctName but it displays the same result as above.

1056
Chris Hackett
Community Manager
K
Jr Varsity III
kanupindiJr Varsity III
asked in Reports and Generic Inquires
How to Filter on report writer based on a formula

I am trying to filter the results of a report based on the below filters However, it is calculated field in the table as shown below:  I am using the same formula on the filters tab like below:    However, on the report - it does not list the items that are aged between 45 and 90 days ONLY. Can you please advise what I am missing here? thank you@lauraj46, @Robert Sternberg - any ideas? thank you!

2184
K
Jr Varsity III
W
Varsity III
wmatthews1877Varsity III
asked in Reports and Generic Inquires
Include punctuation marks, such as a question mark as part of a text box

We have a report that has text box with nothing but information on where to call, or order items online. The text box reads: Questions? Call 123-456-7890 | (yes that is a pipe symbol included) Order Online at www.company.com. For some reason it is throwing an error. I have tried using single and double quotes in various places but still no joy. 

1655
Chris Hackett
Community Manager
dsimmerly
Pro I
dsimmerlyPro I
asked in Reports and Generic Inquires
Service Order billing GI issue

Having a issue joining FSARTRAN in a GI with ARInvoice and ARTran - does not show as related table and can not add manually.  Yes - Field Service is enabledWhat am I doing wrong?  

673
dsimmerly
Pro I
T
Jr Varsity II
trungrigshopJr Varsity II
asked in Reports and Generic Inquires
Try to show more bill in Check Remittance

Hi, I tried to modify our Check Report to show more line under remittance. But it stop at row 12. Try to add more variable but do not know what I missed because it still does not work.Can someone help me with it ?Thanks  

724
Sagar Greytrix
Captain II
lbarker
Semi-Pro I
lbarkerSemi-Pro I
asked in Reports and Generic Inquires
Timecard generic inquiry

I am trying to write a GI that shows when there is time activities that are not included in a Time card that is released.If a timecard is corrected, I need to eliminate the old card.There appears to be nothing on the header EPTimeCard that can help me to do this.The old timecard has a TimecardType or Normal and no reference.The New timecard has a TimecardType of Correction and a reference to the old time cardA non-corrected type card is the same as the old one.I tried to create a join using TypecardType to elimate refs where it is “Correction” but I get an error message Error: The virtual field TimecardType cannot be used in a condition expression.Is my only method to look at the PMTimeActivity field IsCorrected and then just create a grouping?

1513
Naveen Boga
Captain II

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